The Accountant, Accounting and Tax Services will perform various accounting, servicing, coordinating, support and relationship management activities to assist with the day-to-day duties of accounting services for a portfolio of Private Client Services clients that is assigned to him/her.

The Accountant will be expected to:

• take full personal ownership, responsibility and accountability of all transactions, interaction and enquiries for the allocated Private Client panel. This will include, but not be limited to
  • providing day-to-day book keeping, accounting and other services to allocated clients from various jurisdictions,
  • preparing interim reports, asset schedules, management accounts and statutory annual accounts in accordance with applicable accounting standards,
  • assisting other team members and review their work where appropriate and when requested by the Manager,
  • carrying out, on a timely basis, all administrative tasks assigned to him/her by the Manager,
    • applying standard procedures to facilitate the rendering of quality services to clients in a consistent, effective and efficient manner and exercising quality control to ensure that all accounting reports conform to set standards,
    • assisting to ensure that clients’ files (be it electronic or paper based) are organised, complete and up to date,
    • recording all time spent accurately to facilitate invoicing and internal reporting,
    • assisting with training of team members, be it by possibly writing training notes for distribution, or one-on-one or telephonic training (with outsource staff working from another jurisdiction),
    • assisting with the preparation of clients’ income tax on e-Filing portal, assisting with tax clearance certificates, processing provisional tax calculations and submissions, and dealing with clients’ tax enquiries be it about objections or general tax matters,
    • additional duties may be assigned from time to time, as required;
• follow processes and procedures, working according to set quality standards and keeping to agreed turn-around times, on a daily basis;
• ensure that all customer and audit queries and/or complaints are dealt with efficiently and timeously, and escalate immediately where needed;
• develop, build and maintain sound relationships with allocated Private Client panel, relevant stakeholders, as well as with the CSM and KAM;
• ensure the highest level of service, quality of work and support to our Private Clients, the CSM, KAM, other areas within the Private Client Service centre, as well as other teams within Maitland;
• liaise with internal departments to promote clear channels of communication and working relationships;
• actively look for opportunities to improve operational efficiencies to improve service and to decrease cost, identify and report on suggested possible process and/or system changes/enhancements to ensure awesome service delivery going forward;
• provide quality input on opportunities and potential threats/risk to the Accounting and Tax Service centre as well as to the greater Private Client Service centre;

• promote the implementation and integration of electronic service usage within the Accounting and Tax Service centre, as well as to the greater Private Client service centre, as well as to our external clients, as and when developed and released;
• proactively and positively manage internal and external expectations through periods of change;
• meeting of personal and team targets;
• assist with projects and analysis in Accounting and Tax Service centre, as they arise;
• provide team support to all areas within the greater Private Client service centre – working together to create a combined centre of excellence; and
• ensure to demonstrate the company's values on a daily basis.

Risk Management:

• Responsible for implementing and maintaining controls relevant to the position.